See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK, USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,238 | $65,061-72.0% | $143,757-87.3% | $66,914-72.7% |
| Participation rate | 68.4% | 65.2%+3.2pp | 80.3%-11.9pp | 69.8%-1.4pp |
| Annual return | -17.07% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $410 | $2,361-82.6% | $4,951-91.7% | $2,544-83.9% |
| Participant deferral / active EE | $2,238 | $2,919-23.3% | $5,637-60.3% | $4,237-47.2% |
| Admin fee / account holder | $108 | $502-78.5% | $14,673-99.3% | $593-81.8% |